Business Details
19 Years
experience
Your Trusted Financial Partner in Honolulu, Hawaii
Hawaii Partners 3D Wealth Advisors was founded in 2007 with a mission to redefine wealth management through transparency, education, and client-centric service. As independent, fee-only fiduciary advisors, we prioritize our clients' best interests without conflicts of interest, commissions, or biases. Our team specializes in crafting personalized wealth management strategies tailored to individual goals, including investment planning, estate planning, and tax optimization. With over a decade of experience serving Hawaii residents, we combine Nobel Prize-winning research with a science-based approach to mitigate risk and maximize long-term success. We believe in empowering clients through education, ensuring they understand market dynamics and feel confident in their financial decisions.Our six core investment principles emphasize rational decision-making, cost transparency, and client-specific risk management. As trusted partners, we serve over 150 households, managing assets with a focus on sustainable growth and legacy planning. Our commitment to financial literacy extends through regular educational content and community engagement. Located in Honolulu, we offer in-person and virtual consultations to clients across Hawaii and beyond. By aligning our expertise with our clients' aspirations, we help them achieve confidence, peace of mind, and generational financial security.
Services
Wealth Management Process
Investment Strategies
Estate Planning
Tax Planning
Second Opinion Service
Details
- Year established: 2007
Highlights and features
- We act as independent, fee-only fiduciaries with no conflicts of interest.
- Our investment strategies are based on Nobel Prize-winning research principles.
- We offer personalized wealth management tailored to your unique goals and risk tolerance.
- We provide free, no-obligation second opinions on financial plans and portfolios.
- Our team combines over a decade of local expertise with comprehensive financial education.
Services
Wealth Management Process
Our wealth management process creates customized strategies aligned with your unique goals. We analyze risk tolerance, retirement timelines, and income projections to build tailored investment portfolios. As fiduciaries, we ensure every recommendation prioritizes your financial objectives while maintaining transparency about costs and risks.
Investment Strategies
We develop science-based investment strategies using stocks, mutual funds, and ETFs. Our approach minimizes emotional decision-making through six core principles focused on long-term success, risk mitigation, and client education about market dynamics and portfolio positioning.
Estate Planning
Our estate planning services help clients define generational legacies through strategic asset distribution. We coordinate with legal professionals to ensure your wealth transfer plans align with current tax laws and personal wishes for family financial security.
Tax Planning
We integrate tax-efficient strategies into comprehensive financial plans. Our CPA-certified advisors identify opportunities to minimize tax liabilities through strategic investment positioning and coordinated planning with external tax professionals.
Second Opinion Service
Our no-cost second opinion service evaluates existing investment portfolios and financial plans. We provide actionable recommendations to improve alignment with your goals, risk tolerance, and current market conditions without obligation.
People
Michelle Tucker
Founder & Financial Advisor
Michelle Tucker, J.D., CFP, CPA/PFS founded Hawaii Partners 3D Wealth Advisors in 2007. With over 15 years of experience, she specializes in comprehensive wealth management, combining legal, tax, and investment expertise to serve Hawaii residents.
Questions
What services does Hawaii Partners 3D Wealth Advisors offer?
We provide wealth management, investment strategies, estate planning, tax optimization, and free second opinions on financial plans.
Are you fiduciary financial advisors?
Yes, we are independent, fee-only fiduciaries legally obligated to act in your best interest.
Do you offer free portfolio reviews?
Yes, we provide no-cost, no-obligation second opinions on investment portfolios and financial plans.
What areas do you serve?
We primarily serve clients in Hawaii, with a focus on Honolulu and surrounding communities.
How are your investment strategies structured?
Our strategies use Nobel Prize-winning research, emphasizing risk management, cost transparency, and client-specific customization.
